Insight Advisors, LLC/ PA

RIA/Wealth

Insight Advisors, LLC/ PA is a RIA/Wealth based in Newtown, PA led by Thomas Joseph Mcinerney, reporting $712.4M in AUM as of Q3 2025 with 70% ETF concentration, 53% concentrated in top 10 holdings, and 27% allocation to CAOS.

Managing PartnerThomas Joseph Mcinerney

Portfolio Value: $641.4M
Positions: 279
Top Holding: CAOS at 26.78%
Last Reported: Q3 2025

Address10 N. State Street, Newtown, PA, 18940, United States

Top Holdings

Largest long holdings in Insight Advisors, LLC/ PA's portfolio (52.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alpha Architect CAOS	ETF ETF	$171.8M	26.78%	-$3.4M Sold	— 1.9M shares	Q1 2023 Held for 2y 8m
2 BOXX Alpha Architect BOXX	ETF ETF	$36.1M	5.62%	-$1.2M Sold	— 316.7K shares	Q4 2022 Held for 2y 11m
3 Nvidia NVDA	Semiconductors Technology	$24.8M	3.87%	-$261.4K Sold	0.00% 133.1K shares	Q4 2020 Held for 4y 11m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$22.6M	3.53%	+$408.6K Bought	— 34.0K shares	Q4 2020 Held for 4y 11m
5 Apple AAPL	Consumer Electronics Technology	$21.3M	3.32%	-$827.5K Sold	0.00% 83.5K shares	Q4 2021 Held for 3y 11m
6 QGRW WisdomTree U.S. Quality Growth Fund QGRW	ETF ETF	$15.8M	2.46%	-$4.6K Sold	— 275.5K shares	Q1 2024 Held for 1y 8m
7 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$15.8M	2.46%	+$112.1K Bought	— 177.2K shares	Q4 2020 Held for 4y 11m
8 Broadcom Inc. AVGO	Semiconductors Technology	$11.5M	1.79%	-$25.1K Sold	0.00% 34.8K shares	Q4 2020 Held for 4y 11m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.3M	1.61%	+$878.3 Bought	0.00% 47.1K shares	Q4 2020 Held for 4y 11m
10 Microsoft MSFT	Software - Infrastructure Technology	$9.2M	1.44%	-$22.8K Sold	0.00% 17.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Insight Advisors, LLC/ PA's latest filing

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Market Value

$641.4M

Prior: $614.6M

Q/Q Change

+4.36%

+$26.8M

Net Flows % of MV

-1.18%

Turnover Ratio

1.67%

New Purchases

9 stocks

$2.3M

Added To

108 stocks

+$4.4M

Sold Out Of

8 stocks

$2.1M

Reduced Holdings

129 stocks

-$12.2M

Increased Positions

Position	Shares Δ	Change
1 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID	New	0 → 2.3K +$348.4K
2 ETHA iShares Ethereum Trust ETHA	New	0 → 9.2K +$291.4K
3 Galaxy Digital Inc. Class A Common Stock GLXY	New	0 → 8.4K +$283.4K
4 Newmont NEM	New	0 → 3.2K +$272.5K
5 iShares Core MSCI International Developed Markets IDEV	New	0 → 3.0K +$240.5K

Decreased Positions

Position	Shares Δ	Change
1 Global X Cloud Computing CLOU	Sold	21.5K → 0 −$502.4K
2 Simplify Health Care PINK	Sold	13.2K → 0 −$397.0K
3 iShares 0-3 Month Treasury Bond SGOV	Sold	2.8K → 0 −$277.5K
4 First Trust Senior Loan Fund FTSL	Sold	4.7K → 0 −$217.0K
5 Vanguard Mid-Cap Fund VO	Sold	767.0 → 0 −$214.5K